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First Trust Dow Jones Internet Index Fund ETF

370 hedge funds and large institutions have $4.82B invested in First Trust Dow Jones Internet Index Fund ETF in 2019 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 91 increasing their positions, 131 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 39

78% more call options, than puts

Call options by funds: $32.9M | Put options by funds: $18.5M

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

9% more funds holding

Funds holding: 339370 (+31)

0.54% more ownership

Funds ownership: 61.39%61.93% (+0.54%)

2% less capital invested

Capital invested by funds: $4.9B → $4.82B (-$80.4M)

31% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 131

Holders
370
Holders Change
+31
Holders Change %
+9.14%
% of All Funds
7.29%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.3%
New
77
Increased
91
Reduced
131
Closed
39
Calls
$32.9M
Puts
$18.5M
Net Calls
+$14.3M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.16B -$7.94M -58,849 -0.4%
First Trust Advisors
2
First Trust Advisors
Illinois
$560M +$10.1M +74,523 +2%
Morgan Stanley
3
Morgan Stanley
New York
$304M -$20.8M -154,430 -7%
Wells Fargo
4
Wells Fargo
California
$275M -$118M -875,044 -31%
UBS Group
5
UBS Group
Switzerland
$122M -$6.95M -51,516 -6%
LPL Financial
6
LPL Financial
California
$86.3M -$20.7M -153,588 -20%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$85.7M -$19.9M -147,532 -19%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$78.1M +$2.78M +20,589 +4%
RJA
9
Raymond James & Associates
Florida
$72.9M +$448K +3,318 +0.6%
Ameriprise
10
Ameriprise
Minnesota
$63.5M +$2.62M +19,387 +4%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$40.7M +$2.88M +21,330 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$39.8M -$3.22M -23,881 -8%
CAM
13
Crestone Asset Management
Colorado
$31.4M -$407K -3,016 -1%
Truist Financial
14
Truist Financial
North Carolina
$30.7M +$29.8M +220,558 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$29.9M -$1.25M -9,233 -4%
UCFA
16
United Capital Financial Advisors
Texas
$29.4M +$113K +836 +0.4%
NFC
17
Northeast Financial Consultants
Connecticut
$29.3M -$207K -1,532 -0.7%
Stifel Financial
18
Stifel Financial
Missouri
$28.5M -$3.43M -25,396 -11%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$26.1M -$1.54M -11,435 -6%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$25.2M -$1.18M -8,765 -5%
NC
21
NewSquare Capital
Pennsylvania
$24.4M +$866K +6,420 +4%
MML Investors Services
22
MML Investors Services
Massachusetts
$22.9M -$86.6K -642 -0.4%
MTWSIF
23
Mivtachim The Workers Social Insurance Fund
Israel
$20.5M +$19.9M +147,270 New
AG
24
Advisor Group
Arizona
$20.2M -$1.74M -12,914 -8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$15.9M +$832K +6,164 +6%

FDN Hedge Fund Activity: Q4 2019 in Review

370 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Dow Jones Internet Index Fund ETF (FDN) for Q4 2019, worth a combined $4.82B — down 1.6% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FDN positions and 39 closed out — a net gain of 38 holders — while 91 added to existing stakes and 131 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $29.8M. The largest seller was Wells Fargo, cutting an estimated $118M.

  • 370 institutional investors held First Trust Dow Jones Internet Index Fund ETF (FDN) as of Q4 2019, up from 339 in Q3 2019.
  • Funds reported $4.82B of First Trust Dow Jones Internet Index Fund ETF stock for Q4 2019, down 1.6% quarter-over-quarter.
  • 77 funds opened new First Trust Dow Jones Internet Index Fund ETF positions in Q4 2019 and 39 closed out, a net change of +38 holders.
  • The largest First Trust Dow Jones Internet Index Fund ETF buyer in Q4 2019 was Truist Financial, an estimated $29.8M added.
  • The largest First Trust Dow Jones Internet Index Fund ETF seller in Q4 2019 was Wells Fargo, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2019.